Balance Labs

Dated answer · 2026-09-01

601012.SS vs SMH — which is stronger right now?

Same dated snapshot (2026-09-01): 601012.SS quality —/100 vs SMH 100/100; engine WAIT vs LONG. The comparison below is computed, dated, and auditable — not an opinion.

Snapshot2026-09-01 · source: tencent
601012.SS (LONGi Green Energy)SMH (Semiconductor ETF)
Market / sectorashare · Solarus · ETF
Price¥12.11$555.77
Quality score—/100100/100
Engine signalWAIT · 282 bars · uPnL +0.0%LONG · 308 bars · uPnL +120.8%
Total return+6.4%+120.8%

Thesis-break template (Solar)

core revenue contracting two quarters; margin premium eroding; net debt deteriorating; key-executive exits

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Balance Labs Research Desk (2026-09-01). "601012.SS vs SMH — which is stronger right now?." balancelabs.app · https://balancelabs.app/stocks/compare/601012.ss-vs-smh · CC BY 4.0

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